Certified Private Banker (CPB) Level 3
Program Overview
Lead with Gravitas. Influence with Vision.
The Certified Private Banker Level 3 program is built for seasoned professionals aiming to lead with strategic insight, business acumen, and personal influence at the highest levels of private banking.
Designed as the final stage in your transformation journey, this program equips you to drive book growth, mentor teams, navigate complex client portfolios, and innovate client experience models in a fast-changing world.
You’ll dive deep into enterprise advisory strategy, leadership presence, succession and family governance, and digital-first client models — all within the framework of future-ready private banking.
With this certification, you don’t just serve clients—you set the agenda for the future of wealth. Step into the room as a thought leader, strategic rainmaker, and one of the most valuable voices in your organization.
Modules Coming Soon
We’re building something extraordinary.
Our academic and industry experts are currently crafting a world-class curriculum that blends global best practices, Indian market relevance, and cutting-edge private banking insights.
Stay tuned—this space will soon unveil a learning journey that redefines what it means to be a strategic advisor and elite private banker.
Real insights. Deep immersion. Future-ready skillsets.
Coming your way soon.
Who Should Attend
- CPB Level 2 certified professionals
- Team leaders, senior RMs, and desk heads
- Advisors preparing for family office or UHNW leadership
- Future private banking CXOs or strategy leads
Certification
Earn the elite Certified Private Banker Level 3 credential—built for leaders who drive strategic growth, lead high-stakes client conversations, and mentor the next generation.
Note:
Participants must complete:
- Executive Role-Play with Panel
- Strategic Case Presentation (Group)
- Final Exam
- One-on-One Assessment Interview
Lead with Gravitas. Influence with Vision.
Become a thought leader in private banking with CPB Level 3—where strategy, trust, and legacy converge.
Strategic Partnerships
